OpenAI has told investors its annualized revenue reached about $50 billion by late September, roughly $20 billion below earlier media reports. The gap traces to different accounting methods between OpenAI and rival Anthropic, and it rippled through semiconductor stocks.
America's 30-year government borrowing cost climbed to 5.69%, its highest since 2002, while the Nasdaq set a fresh intraday record. The split tells a simple story: investors want compensation for long-term risk, not a rejection of growth.
Microsoft says Advanced Shader Delivery will expand to Qualcomm, Intel and Nvidia hardware this month, completing coverage of all four major GPU makers after AMD led the way. The feature downloads precompiled shaders from the cloud to cut loading times and stutter.
Nvidia has launched a 64GB version of its DGX Spark desktop AI computer at $4,999, with Chinese manufacturers including H3C among the first to build machines on it. The small box brings data-center-class AI training to a desk.
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